Shari Kinney

Vice President/Operations Specialist at YellowWood Wealth Solutions - Charlotte, NC, US

Shari Kinney's Colleagues at YellowWood Wealth Solutions
Les Watson

Managing Director, Wealth Solutions

Contact Les Watson

Jason Rericha

Managing Director - Wealth Solutions

Contact Jason Rericha

Les CFP,CIMA,CPWA,RMA

Managing Director, Wealth Solutions

Contact Les CFP,CIMA,CPWA,RMA

Shari Kinney's Contact Details
HQ
N/A
Location
Charlotte,North Carolina,United States
Company
YellowWood Wealth Solutions
Shari Kinney's Company Details
YellowWood Wealth Solutions logo, YellowWood Wealth Solutions contact details

YellowWood Wealth Solutions

Charlotte, NC, US • 5 - 9 Employees
Investment Bank/Securities Brokerage

At YellowWood, we understand that life is dynamic and your financial needs will change. In order to address those unique and changing needs, we take a holistic approach for effective wealth management. Through our team's extensive experience in insurance, retirement and estate planning, account management, and more, our goal is to help our clients use their financial resources to live the best life possible.

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Details about YellowWood Wealth Solutions
Frequently Asked Questions about Shari Kinney
Shari Kinney currently works for YellowWood Wealth Solutions, LLC.
Shari Kinney's role at YellowWood Wealth Solutions, LLC is Vice President/Operations Specialist.
Shari Kinney's email address is ***@yellowwoodwealth.com. To view Shari Kinney's full email address, please signup to ConnectPlex.
Shari Kinney works in the Investment Management industry.
Shari Kinney's colleagues at YellowWood Wealth Solutions are Les Watson, Jason Rericha, Kelly McKinley, Les CFP,CIMA,CPWA,RMA and others.
Shari Kinney's phone number is N/A
See more information about Shari Kinney